End User Training

Creating and Using Contact Processes

Published Mar 2, 2017

Creating and using a Contact Process is an excellent way to automate common follow-up activities, which will improve your ability to consistently com...

Creating and Using Sales Processes

Published Feb 28, 2017

Creating a Sales Process in Infor CRM can help you close opportunities by ensuring important steps in the sales cycle aren't missed, and are carried o...

Navigating Reports in Infor CRM 8.3.x

Published Feb 23, 2017

This demonstration will walk you through accessing and running reports in Infor CRM, as well as managing and adding Crystal Reports.

Managing Your Dashboard in Infor CRM Web 8.3.x

Published Nov 18, 2016

This workshop will walk you through the options available to you when setting up your Infor CRM Web dashboard.

Infor CRM Web v8.3 – Creating a New Opportunity

Published Nov 14, 2016

A walk through of creating a new Opportunity in Infor CRM Web v8.3.

Creating and Using Tickets in Infor CRM Web v8.2

Published Jul 19, 2016

Join us for a demo that will review creating a ticket in Infor CRM Web v8.2, and the numerous options available.

Infor CRM (Saleslogix) v8.2: Merging Contacts and Accounts

Published Mar 7, 2016

The ability to quickly and accurately merge your Contacts and Accounts in Infor CRM (Saleslogix) v8.2 is a skill worth having, especially if you value...

SalesLogix v8: Creating and Running Mail Merge for Contacts or Leads

Published Mar 12, 2013

This demonstration will walk you through creating and running mail merges Contacts and Leads in SalesLogix v8.

SalesLogix v8: Using the Duplicate Wizard

Published Mar 4, 2013

A demonstration of how to correctly use the SalesLogix v8 Duplicate Wizard and the benefits of doing so.

SalesLogix Version 8 Web Groups

Published Sep 11, 2012

http://customerfx.com In this demonstration we show you some of the new features and enhancements the SalesLogix Version 8 Web Groups area.

Saleslogix Version 8 Web Filters

Published Sep 11, 2012

http://customerfx.com This is a demonstration of the new SalesLogix Version 8 Web Filters area.

Sage SalesLogix version 8 Web List Management Features

Published Sep 10, 2012

http://customerfx.com In this demonstration we show you some of the new List Management features of the Sage SalesLogix version 8 web client.

SalesLogix Version 8 Web Timezone Demonstration

Published Sep 10, 2012

http://customerfx.com In this demonstration, we show you the new time zone features built into the Sage SalesLogix version 8 web client.

SalesLogix Version 8 Web Dashboards Demonstration

Published Sep 10, 2012

http://customerfx.com SalesLogix Version 8 Web Dashboards are now are written in HTML5 to make them more compatible with mobile devices that don't sup...

SalesLogix Version 8 LAN Toolbar Ribbon Demonstration

Published Sep 6, 2012

http://customerfx.com In this demonstration we show you the new ribbon style toolbar that is an option for your Sage SalesLogix version 8 LAN users.

Sage SalesLogix – Adding Multiple Contacts to an Activity

Published Apr 25, 2012

This is a demonstration of a custom Sage SalesLogix plug-in that Customer FX created that enables you to link multiple contact to a single activity. ...

Sage SalesLogix Web – Opening Multiple Sessions at the Same Time

Published Apr 13, 2012

In this demonstration we will show you how to open multiple SalesLogix sessions at the same time.

SalesLogix Web Literature Request Management – SalesLogix Demo Series

Published Mar 2, 2011

http://customerfx.com - This is a demonstration of the SalesLogix Web Literature Request Management features.

SalesLogix Web Literature Request – SalesLogix Demo Series

Published Feb 22, 2011

http://customerfx.com - This is a demonstration of scheduling a Literature Request capabilities built into the Sage SalesLogix web client.

SalesLogix Web User Options Opportunity Defaults – SalesLogix Demo Series

Published Jan 31, 2011

http://customerfx.com - This is a demonstration of the Web User Options Opportunity Defaults capabilities built into the Sage SalesLogix web client.